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Examining recent macro trends and the extent to which these could be disrupted by factors such as monetary policy normalization, threats to globalization, regional disintegration, and geopolitical tensions. How do these macro disrupters interact with technological innovation and what does this mean for private capital?

AI-driven automation: transforming the economy over the coming decades

Where are the best opportunities for investors? What sectors/industries/jobs are most at risk? What does a future without the need for much human input look like? How do we design new approaches to learning and education so that workers have the resources to evolve alongside technology?

George Danner -
President,
Business Laboratory

more

10:30
-
11:00

Investment Opportunities in AI

Where are the best opportunities for investors? What sectors/industries/jobs are most at risk? What does a future without the need for much human input look like? How do we design new approaches to learning and education so that workers have the resources to evolve alongside technology?

ModeratorDirk Holz -
Head of Origination and Business Development Private Capital,
Royal Bank Of Canada

Investing in the global game-changers that are reinventing a diverse range of financial services markets and providing new fintech value for businesses across the globe.

ModeratorRadboud Vlaar -
Founding Partner,
Finch Capital

PanellistsTomasz Czechowicz -
Managing Partner,
MCI Capital

Fredrik Näslund -
Partner,
Nordic Capital

Pat Wilson -
Principal,
Route 66 Ventures

more

16:00
-
16:30

Afternoon Tea

16:30
-
17:00

Beyond investment - disrupting the private equity model: how can the intelligent application of fintech improve the operational backbone and maximise the value of your business?

Exploring how technology disruption can offer private equity managers the chance to improve the profitability, focus and value of their own activities, and therefore the client experience. Streamlining due diligence, tax reporting, payments, risk monitoring, communications online and consolidating them across multiple investments.

Industry 4.0: Incorporating an assessment of a portfolio company’s core digital capabilities into the due diligence process

Offering hands-on management at an operational level to help portfolio companies develop comprehensive digital strategies and build necessary capabilities to create value and maximise returns by upgrading and expanding their product and service portfolios

Getting all the attention: is German private equity keeping up with demand from the global LP community? Will Germany be the big winner of Brexit? Are there still regulatory hurdles that scare investors away? Would possible new trade barriers by the new US government have a negative impact on the German PE market?

DACH exit analysis and the outlook for 2018 – how does this compare to the rest of Europe?

Overview of multiples across Europe versus the DACH region: what are the important factors to consider for an exit and what steps should be taken to ensure the best outcome? What are the preferred route for exits in the current market for GPs?

ModeratorRodrigo Patiño -
Vice President,
DB Private Equity

PanellistsMichael Petersen -
Managing Partner,
Cross Equity Partners

Nick Money-Kyrle -
Founding Partner,
Steadfast Capital

Thierry Wolff -
Principal,
European Investment Fund – EIF

more

17:00
-
17:30

Investors' appetite for private equity direct and co-investments

Discussing the rationale and importance of co-investing for LPs and GPs and how to strike the right balance between direct, secondary and fund commitments

What initiatives are promoting ESG and what role does private equity have to play here? What opportunities are created by alignment and genuine engagement with the UN SDGs? And what are the implications of climate related initiates for private equity investors?

ModeratorAdam Heltzer -
Head of Responsible Investment,
Partners Group

PanellistShami Nissam -
Director, Responsible Investment,
Actis

Vivina Berla -
Founder & CEO,
Vimine Holding

Sarah McPhee -
Chairwoman of the Board,
AP4

more

09:55
-
10:35

The underlying question: how do you genuinely integrate ESG into a private equity strategy?

How can ESG form part of the core investment thesis and be implemented by key partners? When is a compliance orientated approach not enough and how much is ESG integration a question of the culture and values of a firm? How can ESG form part of a firm’s DNA and value creation process?

What value can be created or even destroyed through social impact in almost every company today? When it comes to employee recruitment and retention, health and safety and human rights, what best practices exist and what are the short and long term effects of making improvements on the ground?

ModeratorMaarten Biermans -
Head of ESG Policy,
Rabobank

PanellistJeremy Lytle -
Partner, IR,
ECI Partners

Ignacio Sarria -
Managing Director,
New Mountain Capital

Adinah Shackleton -
Head of ESG,
Permira Advisers

more

11:50
-
12:50

How and when can ESG integration create value?

How can strong ESG integration lead to an advantage in sourcing, a better exit multiple or even a smoother fundraise?

Two individual thirty-minute case studies demonstrating when ESG has led to real value.

What is driving the need for ESG implementation from the LPs’ point of view? Is it a need for higher returns or for lower risk and avoiding disruption? Or is it part of laying a foundation of trust to ensure capital is being invested responsibly? How have LP expectations evolved over the past ten years and how do expectations vary dependant on the size and location of the LP?

Should ESG due diligence form part of the standard due diligence or a stand alone as a separate process?

Is there significant variety in the depth and quality of ESG due diligence? To what extent are some aspects covered by traditional due diligence and if so is there a risk that something will be missed? Should there be equal emphasis on E,S and G or does it depend on the company in question? When should you and when shouldn’t you outsource ESG due diligence?

ModeratorGraeme Ardus -
Head of ESG,
Triton Partners

PanellistsMarc de Kloe -
COO,
Adamas Asset Management

Caroline Ruter -
Head of Responsible Investing,
Hg Capital

Gregory Lindae -
Senior Investment Officer,
FMO

more

15:20
-
16:00

Afternoon Refreshments and Networking Break

16:00
-
16:30

Should ESG reports be made publicly available?

Should ESG reports only be made available to LPs, or also to the public? How transparent should GPs be about their ESG efforts?

To what extent can GPs pre-empt LPs’ questions by ensuring ESG reports are thorough and relevant? If a GP doesn’t receive adequate feedback on the report who is to decide what is relevant? And how can reporting help companies to communicate their strategy and to attract investors?

What does the market look like today in terms of competition? What strategies are managers using to successfully deploy the capital raised in the past 2 years and maintain high returns whilst not sacrificing the quality of their deals? Is competition pushing managers to take on more risk than they should?

Exploring the depths and limits of the private debt market: How has manager consolidation transformed the market and how has this affected investors? Which models will survive and why? How can further growth be stimulated to advance the asset class and what is the future of direct lending in Europe?

What new products and strategies have been developed, which offer the most attractive risk-adjusted returns in the current competitive environment & why? How important is it to have a broad product offering and how can managers successfully differentiate themselves?

How are investors building the capabilities and resources to maximise the effectiveness of their allocation to private debt? What criteria are they using to allocate appropriately and what credit strategies are most appealing?

Examining the growth in direct corporate lending among investors. What are the benefits of “pure play” sponsorless lending funds for LPs, and how are US firms allowing LPs access in scale to the US lower middle market credit space?

What role does real estate play in a diversified investment portfolio?

What returns are being produced by real estate investments in comparison to alternative investment strategies? How can you manage geopolitical risk to invest on a global scale? What are the key considerations for capital allocations and pros and cons of mega funds vs niche strategies vs JVs vs direct investments?

David Sherman -
President,
Metropolitan Real Estate

Interviewed byMichael Van Konynenburg -
President,
Eastdil Secured

more

10:45
-
11:15

Morning Coffee and Networking Break

11:15
-
11:45

Latest data on global capital flows

Latest data on the movement of global capital flows into real estate and the effect on regional real estate markets.

Oliver Senchal -
Head of Real Estate Products,
Preqin

more

11:45
-
12:15

LP perspectives on the latest trends in global real estate investment

LP considerations when constructing an optimum real estate portfolio: what are the best strategies, geographies, sectors and property types? Where should LPs be putting their capital to work in 2018 and beyond? Are LPs bullish on private equity real estate as a long-term investment?

Threat or opportunity? Assessing the impact of disruptive technologies on real estate

Examining the pace of technological advances in the real estate industry: How can they be used to gain competitive advantage? Leveraging technology to improve fund performance and greater transparency for LPs and GPS, to communicate more effectively and to identify new investment opportunities. (How to mitigate the growing threat of cyber risk?)

How to set your firm apart from the crowd in an increasingly overcrowded market . Successfully differentiating your firm and communicating that difference, whilst understanding what really matters to investors

Examining recent macro trends and the extent to which these could be disrupted by factors such as monetary policy normalization, threats to globalization, regional disintegration, and geopolitical tensions. How do these macro disrupters interact with technological innovation and what does this mean for private capital?

ModeratorAdam Heltzer -
Head of Responsible Investment,
Partners Group

PanellistShami Nissam -
Director, Responsible Investment,
Actis

Vivina Berla -
Founder & CEO,
Vimine Holding

Sarah McPhee -
Chairwoman of the Board,
AP4

more

What initiatives are promoting ESG and what role does private equity have to play here? What opportunities are created by alignment and genuine engagement with the UN SDGs? And what are the implications of climate related initiates for private equity investors?

What does the market look like today in terms of competition? What strategies are managers using to successfully deploy the capital raised in the past 2 years and maintain high returns whilst not sacrificing the quality of their deals? Is competition pushing managers to take on more risk than they should?

How can ESG form part of the core investment thesis and be implemented by key partners? When is a compliance orientated approach not enough and how much is ESG integration a question of the culture and values of a firm? How can ESG form part of a firm’s DNA and value creation process?

10:00 -
10:3030 mins

Disruption & Innovation Summit

AI-driven automation: transforming the economy over the coming decades

George Danner -
President,
Business Laboratory

more

Where are the best opportunities for investors? What sectors/industries/jobs are most at risk? What does a future without the need for much human input look like? How do we design new approaches to learning and education so that workers have the resources to evolve alongside technology?

Getting all the attention: is German private equity keeping up with demand from the global LP community? Will Germany be the big winner of Brexit? Are there still regulatory hurdles that scare investors away? Would possible new trade barriers by the new US government have a negative impact on the German PE market?

Exploring the depths and limits of the private debt market: How has manager consolidation transformed the market and how has this affected investors? Which models will survive and why? How can further growth be stimulated to advance the asset class and what is the future of direct lending in Europe?

10:15 -
10:4530 mins

Real Estate Summit

What role does real estate play in a diversified investment portfolio?

David Sherman -
President,
Metropolitan Real Estate

Interviewed byMichael Van Konynenburg -
President,
Eastdil Secured

more

What returns are being produced by real estate investments in comparison to alternative investment strategies? How can you manage geopolitical risk to invest on a global scale? What are the key considerations for capital allocations and pros and cons of mega funds vs niche strategies vs JVs vs direct investments?

10:30 -
11:0030 mins

Disruption & Innovation Summit

Investment Opportunities in AI

ModeratorDirk Holz -
Head of Origination and Business Development Private Capital,
Royal Bank Of Canada

PanellistsMichiel Kotting -
Partner,
Northzone

Alex Bangash -
Founder & Chairman,
Trusted Insight Inc

Olof Hernell -
CDO,
EQT Partners

more

Where are the best opportunities for investors? What sectors/industries/jobs are most at risk? What does a future without the need for much human input look like? How do we design new approaches to learning and education so that workers have the resources to evolve alongside technology?

10:35 -
11:1540 mins

Integrating ESG Into Private Equity Summit

Morning Coffee and Networking Break

10:45 -
11:1530 mins

Private Debt & Mezzanine Finance Summit

Morning Coffee and Networking Break

10:45 -
11:1530 mins

Real Estate Summit

Morning Coffee and Networking Break

11:00 -
11:3030 mins

Disruption & Innovation Summit

Morning Coffee

11:00 -
11:3030 mins

German Private Equity Summit

Morning Coffee

11:15 -
11:5035 mins

Integrating ESG Into Private Equity Summit

The S in ESG: making waves in every company

ModeratorMaarten Biermans -
Head of ESG Policy,
Rabobank

PanellistJeremy Lytle -
Partner, IR,
ECI Partners

Ignacio Sarria -
Managing Director,
New Mountain Capital

Adinah Shackleton -
Head of ESG,
Permira Advisers

more

What value can be created or even destroyed through social impact in almost every company today? When it comes to employee recruitment and retention, health and safety and human rights, what best practices exist and what are the short and long term effects of making improvements on the ground?

11:15 -
11:4025 mins

Private Debt & Mezzanine Finance Summit

Keynote interview: Investing in uncertain credit markets

Mark Jenkins -
Head of Global Credit,
The Carlyle Group

Interviewed byDevin Banerjee -
Private Equity Editor,
Bloomberg

more

The importance of portfolio construction in uncertain markets. What is the cost of market timing?

How to invest at a micro level while taking into account the macro environment

What does this mean for private credit investors?

11:15 -
11:4530 mins

Real Estate Summit

Latest data on global capital flows

Oliver Senchal -
Head of Real Estate Products,
Preqin

more

Latest data on the movement of global capital flows into real estate and the effect on regional real estate markets.

LP considerations when constructing an optimum real estate portfolio: what are the best strategies, geographies, sectors and property types? Where should LPs be putting their capital to work in 2018 and beyond? Are LPs bullish on private equity real estate as a long-term investment?

What new products and strategies have been developed, which offer the most attractive risk-adjusted returns in the current competitive environment & why? How important is it to have a broad product offering and how can managers successfully differentiate themselves?

How are investors building the capabilities and resources to maximise the effectiveness of their allocation to private debt? What criteria are they using to allocate appropriately and what credit strategies are most appealing?

What is driving the need for ESG implementation from the LPs’ point of view? Is it a need for higher returns or for lower risk and avoiding disruption? Or is it part of laying a foundation of trust to ensure capital is being invested responsibly? How have LP expectations evolved over the past ten years and how do expectations vary dependant on the size and location of the LP?

14:00 -
14:3030 mins

Real Estate Summit

Threat or opportunity? Assessing the impact of disruptive technologies on real estate

Examining the pace of technological advances in the real estate industry: How can they be used to gain competitive advantage? Leveraging technology to improve fund performance and greater transparency for LPs and GPS, to communicate more effectively and to identify new investment opportunities. (How to mitigate the growing threat of cyber risk?)

Examining the growth in direct corporate lending among investors. What are the benefits of “pure play” sponsorless lending funds for LPs, and how are US firms allowing LPs access in scale to the US lower middle market credit space?

14:30 -
15:0030 mins

Disruption & Innovation Summit

The effects of the disruptive consumer environment

Jean-Marc Jabre -
Co-Founder,
Capital D

more

Examining the long-term effects of fast-moving disruptive forces altering the consumer and retail landscape driven by changes in consumer behaviour and accelerated by the adoption of new technologies

How to successfully navigate the complexities of the debt market: What is the process of launching a debt platform, what do investors really want from a debt fund?

14:40 -
15:2040 mins

Integrating ESG Into Private Equity Summit

Should ESG due diligence form part of the standard due diligence or a stand alone as a separate process?

ModeratorGraeme Ardus -
Head of ESG,
Triton Partners

PanellistsMarc de Kloe -
COO,
Adamas Asset Management

Caroline Ruter -
Head of Responsible Investing,
Hg Capital

Gregory Lindae -
Senior Investment Officer,
FMO

more

Is there significant variety in the depth and quality of ESG due diligence? To what extent are some aspects covered by traditional due diligence and if so is there a risk that something will be missed? Should there be equal emphasis on E,S and G or does it depend on the company in question? When should you and when shouldn’t you outsource ESG due diligence?

How to set your firm apart from the crowd in an increasingly overcrowded market . Successfully differentiating your firm and communicating that difference, whilst understanding what really matters to investors

15:10 -
15:4030 mins

Private Debt & Mezzanine Finance Summit

Disruptive technology and its potential to upend credit markets

Ignazio Rocco di Torrepadula -
Founder & CEO,
Credimi

more

An overview of future business trends predicted to upend global markets as we know them: What challenges and opportunities does disruptive technology provide for private debt investors?

15:20 -
16:0040 mins

Integrating ESG Into Private Equity Summit

Afternoon Refreshments and Networking Break

15:30 -
16:0030 mins

Disruption & Innovation Summit

Investing in Fintech companies – the opportunity for private equity

ModeratorRadboud Vlaar -
Founding Partner,
Finch Capital

PanellistsTomasz Czechowicz -
Managing Partner,
MCI Capital

Fredrik Näslund -
Partner,
Nordic Capital

Pat Wilson -
Principal,
Route 66 Ventures

more

Investing in the global game-changers that are reinventing a diverse range of financial services markets and providing new fintech value for businesses across the globe.

Exploring how technology disruption can offer private equity managers the chance to improve the profitability, focus and value of their own activities, and therefore the client experience. Streamlining due diligence, tax reporting, payments, risk monitoring, communications online and consolidating them across multiple investments.

16:30 -
17:0030 mins

German Private Equity Summit

DACH exit analysis and the outlook for 2018 – how does this compare to the rest of Europe?

ModeratorRodrigo Patiño -
Vice President,
DB Private Equity

PanellistsMichael Petersen -
Managing Partner,
Cross Equity Partners

Nick Money-Kyrle -
Founding Partner,
Steadfast Capital

Thierry Wolff -
Principal,
European Investment Fund – EIF

more

Overview of multiples across Europe versus the DACH region: what are the important factors to consider for an exit and what steps should be taken to ensure the best outcome? What are the preferred route for exits in the current market for GPs?

16:30 -
17:0030 mins

Integrating ESG Into Private Equity Summit

Which came first: the report or the question?

ChairwomanCristina David -
Director,
21 Investimenti

Discussion LeaderKirsty McGuire -
Deputy General Counsel,
Stepstone

more

To what extent can GPs pre-empt LPs’ questions by ensuring ESG reports are thorough and relevant? If a GP doesn’t receive adequate feedback on the report who is to decide what is relevant? And how can reporting help companies to communicate their strategy and to attract investors?

Offering hands-on management at an operational level to help portfolio companies develop comprehensive digital strategies and build necessary capabilities to create value and maximise returns by upgrading and expanding their product and service portfolios